Attaching a Document to a Pipeline Record

Complete the following steps to attach a document to a pipeline record in the Information or Maintenance grid of Edit ROW Detail:

1	Select one or more pipeline segments you want to work with in the Select ROWs window. Click Save to close the window.

2	Click Data Entry > Edit ROW Detail to open the Edit ROW Detail window (Figure 4-25).

3	If you want to collapse the Selected ROWs panel to view more of the Edit ROW Detail grid, click Selected ROWs. To expand the panel, click Selected ROWs again.

4	If you want to attach a document to a pipeline record in the Information grid, click the Information tab if the grid is not visible.

To attach a document to a pipeline record in the Maintenance grid, click the Maintenance tab to display the Maintenance grid.

5	Click the edit icon in the ROW Attached Document field for the pipeline record you plan to attach a document (Figure 4-25).

Figure 4-25. Edit ROW Detail

6	When the Maintain Attached Documents dialog box opens, click Attach and then select one of the following options (Figure 4-26):

•	Link Document: Select Link Document if you plan to link to a document on a local computer or company network, or want to add a link to a webpage on the Internet. Then continue with step 7 or step 8.

•	Embedded Document: Select Embedded Document if you want to store a copy of an attached document in the PCS Axis database. Then continue with step 9.

Note: Storing copies of attached documents in the database increases the size of the database.

7	If you selected Link Document in step 6 and want to link to a file on a local computer or company network, follow these steps (Figure 4-26):

a	Click the ellipsis button … in the Document field to open the Link File dialog box. Then navigate to the file and select it. Click Open to link to the file and close the dialog box.

b	Type a description for the linked file in the Description field of the Maintain Attached Documents dialog box. When a description is not provided, PCS Axis uses the filename of the linked document as the description.

Note: A list of attached documents display in the dialog box. Selecting an item in the list displays its location in the Document field.

Figure 4-26. Maintain Attached Documents

c	Click Save and Close to save changes and close the dialog box. When the following message displays click OK:

Linked Document won’t be replicated. Do you want to continue?

Note: Linked documents are not copied and stored in the PCS Axis database as noted in the previous message. To store a copy of an attached document in the database, use the Embedded Document option instead.

8	If you selected Link Document in step 6 and want to add a link to a webpage on the Internet, follow these steps (Figure 4-27):

a	Type an Internet address in the Document field. For example, type http://www.aiworldwide.com in the field.

b	Type a description for the link in the Description field. When a description is not provided, PCS Axis uses the Internet address in the Document field as the description.

Figure 4-27. Maintain Attached Documents

c	Click Save and Close to save changes and close the dialog box. When the following message displays click OK:

Linked Document won’t be replicated. Do you want to continue?

Note: Linked documents are not copied and stored in the PCS Axis database as noted in the previous message. To store a copy of an attached document in the database, use the Embedded Document option instead.

9	If you selected Embedded Document in step 6, complete the following steps (Figure 4-28):

a	Click the ellipsis button … in the Document field to open the Embed File dialog box. Then navigate to the file and select it. Click Open to embed a copy of the file and close the dialog box.

b	Type a description for the embedded file in the Description field. If a description is not provided, PCS Axis uses the filename of the embedded file as the description.

Note: A list of attached documents display in the dialog box. Selecting an item in the list displays its location in the Document field.

Figure 4-28. Embedded Document

c	Click Save and Close to save changes and close the dialog box. When the following message displays click OK:

Local changes made to embedded documents won’t be saved into PCS. Do you want to continue?

Note: Editing an embedded document applies changes only to the copy stored in the PCS Axis database; changes do not apply to the source file stored outside of PCS Axis. Likewise, editing a source file applies changes only to the source file, not the copy stored in PCS Axis.